MF
VBR icon

Midwestern Financial’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Midwestern Financial’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6M Sell
11,969
-3,889
-25% -$869K 2.05% 17
2025
Q4 		$3.36M Buy
15,858
+557
+4% +$117K 2.78% 12
2025
Q3 		$3.19M Sell
15,301
-511
-3% -$104K 2.74% 11
2025
Q2 		$3.08M Buy
+15,812
New +$2.93M 2.89% 12

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Midwestern Financial's VBR Position: Q1 2026 in Review

Midwestern Financial reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 25% in Q1 2026, selling an estimated $869K and leaving 11,969 shares worth $2.6M. The position accounts for 2.05% of the portfolio, ranked #17.

Midwestern Financial first reported a position in VBR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.36M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Midwestern Financial held 11,969 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.6M as of Q1 2026.
  • Midwestern Financial sold 3,889 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $869K.
  • Vanguard Morningstar Small-Cap Value ETF made up 2.05% of Midwestern Financial's portfolio in Q1 2026, its #17 holding.
  • Midwestern Financial first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's Vanguard Morningstar Small-Cap Value ETF position peaked at $3.36M in Q4 2025.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.